30301 Northwestern Highway
Suite 200
Farmington Hills, MI  48334-3233
Tel: (248) 539-8282
Fax: (248) 539-8283  

Pappas Financial d.b.a., has common ownership with The Enterprise Securities Company, a registered Broker Dealer, Member FINRA (The Financial Industry Regulatory Authority) & SIPC (Securities Investor Protection Corporation) and, The Enterprise Investment Company, a Registered Investment Advisor.

At Pappas Financial, our proven planning strategies help our clients reach their goals, whether they are personal, business-related or a combination of both. We listen carefully and ask appropriate questions to completely understand the family, estate and business issues involved. In this way we are able to recognize each person’s unique situation and apply our expertise to best meet their needs.

We help clients create organized, up-to-date wealth transfer plans, customized, comprehensive business succession strategies, cost-effective executive and/or employee benefit programs, and coordinated asset accumulation and preservation strategies.

Pappas Financial is the best resource for your strategic wealth planning needs because we provide:

An independent, privately owned firm.
Our independent status combined with our strong national affiliations in the financial services industry give us an ideal market position.

Long-term commitment to our clients. 
We stand behind our clients both now and in the future, providing regular reviews, proactively addressing changing needs, and advising of changing legislation and new market opportunities.

Access to the entire marketplace of investments and planning strategies. 
We can look at all available options to provide you a variety of solutions to meet your objectives.

The most highly qualified professional experts in the business.
Knowledge and experience in a variety of fields and issues provides you with a broad but highly technical perspective.

Comprehensive services.
The services we provide to both individuals and corporations ensure that both your business and personal assets are protected.

Our four main strategic planning areas are:

• Business Succession Strategies
• Estate and Wealth Transfer Strategies
• Group Benefits
• Retirement and Investment Strategies